SC&H Financial Advisors, Inc. DFAC Holdings History
SC&H Financial Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, SC&H Financial Advisors, Inc. held 2.17 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $71.49 Mil. This investment constitutes 14.06% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.23% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then SC&H Financial Advisors, Inc. has made 13 purchases of DFAC, at an average price of $28.18, for a total of 2.17 Mil shares. Based on historical transaction data and DFAC's current price of $36.25, SC&H Financial Advisors, Inc.'s estimated gain on his DFAC holdings is $17.48 Mil, reflecting a 28.63% gain to date.
SC&H Financial Advisors, Inc. DFAC ($36.25) Holding Chart
SC&H Financial Advisors, Inc. DFAC ($36.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
